Reference Documents

This functionality is used when the user would like to attach, view, or download the reference documents or files in the application. These attached documents are available to all client service providers.

With this functionality, the user will be able to attach and upload files in the following formats:

• DGN
• DOC
• DOCX
• DWF
• DWG
• IVR
• JPEG
• MOV
• PDF
• PPT
• TXT
• XLSX

Navigation

Central application: Service Providers tab > Reference Documents.

ERM module: Provider Documents link > Service Provider Reference Documents.

Add a new document

1. Go to Service Providers > Reference Documents, the Service Provider Reference Documents page will display all of the attached documents/files (as shown in Screenshot 1)
2. Select the 'New' button, and the Upload Vendor Document pop-up will be generated for the user to select a file and add a Subject/Description (Screenshot 2)
3. Upon selecting the "Update" button, the Service Provider Reference Documents page will reload with the added document

Download the attached document

Selecting the southwest green arrow in the File Name value of the document generates a prompt for the user to download ("Save") or "Open" the attached file (Screenshot 3)

View the attached document

Selecting the northeast red arrow in the File Name value of the document generates a new window for viewing the file (Screenshot 4)

Download the attached document in ERM

In addition, users may view or download attached files in the vx Sustain Refrigerant Management module

Navigate to the Provider Documents link under the External Reference section on the left side panel, and the Service Provider Reference Documents page will load with all of the reference documents (Screenshot 5)

Users are able to view or download the attached files by selecting the name link for the file (Screenshot 6)

Update the attached document

Select the document name in the File Name column, and a pop-up will display for the user to edit the file (Screenshot 7)

• In this pop-up, the user may override the previous reference document file with a new one or add/edit the Subject/Description
• After updating the file, the latest file name will be displayed with the date modified (Screenshot 8)

Delete the attached document

Selecting the "–" (delete) button next to the file name generates a Confirm pop-up for the user to decide to "Continue" and delete the file or "Cancel" and return to the table

Configuration of functionality

The function can be turned on or off for any roles. To turn the function on or off, please consult your Verisae representative.